PLANSPONSOR contacted leading providers of stock plan administration services in June and received a total of eight responses by the survey deadline. The questionnaire explored each provider’s experience and capabilities in servicing both full and partially outsourced equity compensation plans. A summary of each provider’s response is included below and on the following pages. All data presented are as of December 31, 2015.
Where applicable, profiles highlight where providers deliver key tax/reporting/compliance services via “in-house” resources while others may offer similar services through a third party (or a choice or either option). Call center hours have been standardized to the Eastern time zone. For additional information on survey results and/or to be included in a future version of this guide, please email Brian O’Keefe at firstname.lastname@example.org.